The Dividend Guy Blog

Unconventional Lifestyle and Dividend Growth Strategy

Blog

4 Steps to Build a Solid Investment Thesis

Blog, Investing Strategy, Stock Analysis, Stock Selection

Many readers ask me how I make my sell decisions. I have only three sell rules and most of my transactions are explained by the first one. I sell when: The company doesn’t match my investment thesis anymore. The company cut its dividend (a few exceptions apply amid COVID-19). The company has grown too much in my portfolio (Apple was worth about 15% of my total investments at one point). As you can see, the investment thesis is at the center of most sells. Here’s a recap of my …

Continue Reading about 4 Steps to Build a Solid Investment Thesis

The Silent Voice Telling You It’s Going To Be Okay – September Dividend Income Report

Blog, Dividend Income Report

In September of 2017, I received slightly over $100K from my former employer which represented the commuted value of my pension plan. I decided to invest 100% of this money into dividend growth stocks. Each month, I publish my results. I don’t do this to brag.  I do this to show you it is possible to build a lasting portfolio during an all-time highly valued market. The market will inevitably go down... as it has lately. But I continue to enjoy cashing consistent and growing dividends despite …

Continue Reading about The Silent Voice Telling You It’s Going To Be Okay – September Dividend Income Report

Two Covid-Proof Stock Ideas for Retirees

Blog, Retirement

Each month, we issue The Mike's Buy List for our DSR members. They get our best ideas for both U.S. and Canadian dividend stocks. The first Friday of each month, they receive our top 10 growth and top 10 retirement (yield over 4%+) investment ideas. As we prepare for another surge of COVID-19 cases, it’s more important than ever to have the right holdings in your portfolio. Last time, I covered two dividend growth stocks. Now, let's cover two options for income-seeking investors. 3M Co …

Continue Reading about Two Covid-Proof Stock Ideas for Retirees

Ride the Crest of the Second Wave with These Two Dividend Growth Stocks

Blog, Dividend Growth

Each month, we issue The Mike's Buy List for our DSR members. They get our best ideas for both U.S. and Canadian dividend stocks. The first Friday of each month, they receive our top 10 growth and top 10 retirement (yield over 4%+) investment ideas. As we prepare for another surge of COVID-19 cases, it’s more important than ever to have the right holdings in your portfolio. Here are two dividend growth stocks that should face the second wave without much problems. Next time, we'll cover two …

Continue Reading about Ride the Crest of the Second Wave with These Two Dividend Growth Stocks

Top 3 Canadian REITs for 2020 – And Why RioCan is not Part of It

Blog, Canadian Dividend Stocks, Retirement

Most retirees love REITs because their sole purpose is to distribute as much money as possible to their units holder. This sounds like music to the ears of those who are looking for a nice paycheck coming into their bank account every single month (or quarterly). But one must be careful and make sure the REIT chosen will be able to sustain its dividend payment, but also to increase it. This is why I've built this Canadian REITs ranking. This top three should give you the guidelines you need to …

Continue Reading about Top 3 Canadian REITs for 2020 – And Why RioCan is not Part of It

Canadian Banks Ranking – Which One of The Strongest Bank?

Blog, Canadian Dividend Stocks, Dividend Growth

Mike, are you not tired of writing about Canadian banks? Of course not! First, they remain amongst my favorite dividend stocks ever. As a passionate investor, I will never get tired discussing my favorite picks! Second, I will not review their earnings this time. Rather, we will look at how they fit in your portfolio for the next 20 years. Canadian banks are amazing; they have outperformed the Canadian market for the past 5, 10, 15, probably 25 years. Unfortunately, they were not created …

Continue Reading about Canadian Banks Ranking – Which One of The Strongest Bank?